See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,500 | $89,355-54.7% | $141,162-71.3% | $72,985-44.5% |
| Participation rate | 83.7% | 75.1%+8.6pp | 82.5%+1.3pp | 69.5%+14.2pp |
| Annual return | 31.87% | 111.85%-80.0pp | 71.39%-39.5pp | 81.00%-49.1pp |
| Employer contribution / active EE | $2,401 | $3,114-22.9% | $4,735-49.3% | $2,440-1.6% |
| Participant deferral / active EE | $5,393 | $5,418-0.5% | $6,709-19.6% | $3,607+49.5% |
| Admin fee / account holder | $788 | $5,958-86.8% | $10,261-92.3% | $5,124-84.6% |